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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

734 hedge funds and large institutions have $13.9B invested in iShares MSCI EAFE Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+29
Holders Change %
+4.11%
% of All Funds
11.62%
Holding in Top 10
88
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.35%
% of All Funds
1.39%
New
93
Increased
288
Reduced
252
Closed
55
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$259K

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$87.2M
2
US Bancorp
US Bancorp
Minnesota
+$55.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$46.1M
4
Ameriprise
Ameriprise
Minnesota
+$40.6M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$37M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$90.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$83.7M
3
Bank of America
Bank of America
North Carolina
-$55.8M
4
DCM
Dupont Capital Management
Delaware
-$52.2M
5
Northern Trust
Northern Trust
Illinois
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
401
Wealth Architects
California
$872K -$8.05K -160 -0.9%
DAS
402
Dynamic Advisor Solutions
Arizona
$871K +$653K +13,002 +300%
TPCW
403
TD Private Client Wealth
New York
$870K -$321K -6,382 -27%
LA
404
LexAurum Advisors
Kansas
$854K -$45.2K -900 -5%
CAM
405
Campion Asset Management
Virginia
$854K +$73.1K +1,455 +9%
TA
406
Tiedemann Advisors
New York
$854K +$272K +5,410 +47%
CCG
407
Capital CS Group
California
$841K -$84.2K -1,675 -9%
LWAC
408
Laurel Wealth Advisors (California)
California
$837K +$530K +10,535 +173%
BWM
409
BlackDiamond Wealth Management
New York
$829K -$791K -15,727 -49%
ADL
410
Asset Dedication LLC
California
$825K – – –
TC
411
Telemus Capital
Michigan
$820K -$595K -11,845 -42%
WAG
412
Winthrop Advisory Group
Massachusetts
$811K +$23.6K +470 +3%
SWA
413
SOA Wealth Advisors
New York
$805K +$352 +7 +0%
Qube Research & Technologies (QRT)
414
Qube Research & Technologies (QRT)
United Kingdom
$800K +$800K +15,911 New
PCS
415
Personal CFO Solutions
New Jersey
$798K +$300K +5,968 +60%
BHWM
416
Beaird Harris Wealth Management
Texas
$796K +$81.6K +1,623 +11%
SWP
417
Stratos Wealth Partners
Ohio
$794K +$393K +7,816 +98%
AA
418
Ancora Advisors
Ohio
$790K +$54.6K +1,086 +7%
VC
419
Veracity Capital
Georgia
$782K -$34.4K -685 -4%
SFG
420
Sovereign Financial Group
Connecticut
$778K -$105K -2,087 -12%
KA
421
Kovack Advisors
Florida
$769K +$114K +2,264 +17%
PPW
422
Pinnacle Private Wealth
Massachusetts
$762K +$462K +9,197 +154%
GMA
423
Goldstein Munger & Associates
California
$758K – – –
Vontobel Holding
424
Vontobel Holding
Switzerland
$754K +$82.4K +1,640 +12%
CCWA
425
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$752K +$28.3K +563 +4%
15 16
17
18 19